Purchases and Sales Made in Q1 2025 in Sei Exchange Traded Fds Enhncd (SEIM)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhncd (SEIM) during Q1 2025. The information is specifically focused on institutions that hold shares of SEI EXCHANGE TRADED FDS ENHNCD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
69.7KNew |
$2.47M - $2.87M
|
69.7K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
37.2KNew |
$1.32M - $1.53M
|
37.2K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
10K+ 12.85% |
$354K - $412K
|
87.9K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9.29K+ 15.93% |
$329K - $383K
|
67.6K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.11K+ 6.36% |
$145K - $169K
|
68.7K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.09K+ 17.1% |
$73.9K - $86K
|
14.3K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
995+ 14.23% |
$35.2K - $41K
|
7.99K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
211+ 2.11% |
$7.46K - $8.7K
|
10.2K
$372K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 13.21% |
$6.51K - $7.58K
|
1.58K
$57.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-955- 3.35% |
$33.8K - $39.4K
|
27.5K
$999K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.27K- 4.39% |
$45.1K - $52.5K
|
27.7K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 6.22% |
$57.2K - $66.6K
|
24.4K
$886K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-5.62K- 15.01% |
$199K - $232K
|
31.8K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.28K- 14.09% |
$222K - $259K
|
38.3K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.5K- 7.24% |
$653K - $761K
|
237K
$8.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.9K- 8.16% |
$705K - $822K
|
224K
$8.15M
|